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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,383 | $202,440-38.1% | $169,390-26.0% | $139,466-10.1% |
| Participation rate | 47.1% | 81.1%-34.0pp | 77.2%-30.1pp | 80.3%-33.3pp |
| Annual return | 20.22% | 532.36%-512.1pp | 406.07%-385.9pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,290 | $6,940-38.2% | $6,222-31.1% | $6,712-36.1% |
| Admin fee / account holder | $753 | $10,722-93.0% | $9,015-91.6% | $11,409-93.4% |